How to move your Data to Pushex from another Exchange server using Outlook 2003

Transcription

1 How to move your Data to Pushex from another Exchange server using Outlook 2003 The requirement to move all your existing data over from your current Exchange server to a new one can be the biggest obstacle to deciding to move to a Hosted Exchange system. There s no automatic way to do this and so the process is:- Export data from your old server mailbox to a PST file on your PC, then Import the PST file into your mailbox on the new server. This process can take between 20 minutes and several days depending on the size of your existing mailbox. A couple of hours would be normal for a 1 GB mailbox. In Outlook, you can t just change the server-name, user-name and password and then carry on as before, you need to create a new profile for the new server. Even after transferring over your data, this new profile may be missing other data and settings you had in the old profile, such as:- Access to additional PST files such as Archive Folders, Inbox Rules, Signatures, Extra accounts, Nicknames ( address auto-suggestions) and Public Folders. This guide takes you through transferring your data and other additional data and settings. Prerequisites:- 1 - Before you start you need to have Outlook 2003 installed on your PC with 2 profiles set-up for the 2 Exchange servers that you can switch between. We ve prepared another guide you can download, from our support page, which takes you through setting up an Outlook profile to connect to our Exchange server. To change between profiles, close Outlook and go to:- Start Control Panel Mail Show Profiles then click on the arrowhead at the right of the box under Always use this profile and select the profile you want to use next time Outlook starts. In this example you are moving from Company Exchange Server to Pushex. 2 - New s need to have been diverted to your new mailbox and, once you start the transfer process, you shouldn t make changes to the old data, such as editing a calendar entry or sending an , as these changes will not be copied across. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 1 of 20

2 1 Exporting your old data to a PST file Select the Company Exchange Server profile and start Outlook. Click on the arrowhead next to Send/Receive on the Outlook Standard Toolbar (shown ringed in red) and select Send/Receive All This will ensure that the local Outlook cache on the PC is synchronised with the master copy of the mailbox data on the Exchange server. Click on File Import and export - Export to a file Next > - Personal Folder File (PST) Next > Select the top entry called:- Mailbox - <your name> then select Include subfolders and click: Next > On the next screen click: Browse Moving Data to Pushex from another Exchange server - Outlook 2003 Page 2 of 20

3 You now need to choose a name and location for the PST file. We recommend you click Desktop, in the left-hand column, and save the PST file there to make it easy to find. Choose a descriptive name, then click: OK Back on the Export Personal Folders screen, Replace duplicates... is the correct option to select. Click: Finish Moving Data to Pushex from another Exchange server - Outlook 2003 Page 3 of 20

4 The default options on the next screen are good: There s normally no need to password-protect the PST file. Click: OK to begin the export process. This window will display while the exporting is taking place:- The time remaining is only for the current folder so you don t know how long the whole process will take. This is a local file operation, where nothing is passing over the Internet, so it should take about 10 minutes for every gigabyte in the mailbox, depending on the speed of your PC. When this process has finished you can do a quick check by comparing the size of the PST file created with the original mailbox size. Right-click on Mailbox - <name> and select:- Properties for Mailbox Then click: Folder Size Moving Data to Pushex from another Exchange server - Outlook 2003 Page 4 of 20

5 The total size of the mailbox in the Local Cache is shown as nearly 930mb. Right-click on the PST file on the Desktop and choose Properties:- The size of the PST file is 980mb. The Local Cache and the PST file use different compression techniques and so it s not a problem that the 2 sizes are slightly different. They should be within 10% of each other. If the PST file is much smaller than the Local Cache then not all the mailbox exported successfully and you should try again. Maybe you didn t select the whole of the mailbox or perhaps your local drive is full. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 5 of 20

6 2 Importing the PST file into your Pushex mailbox Close Outlook, select the Pushex profile and then restart Outlook. Click:- File Import and export - Import from another program or file Next > - Personal Folder File (PST) Next > On the next screen click: Browse Click: Desktop, select the PST file you created in Section 1 then click: Open Moving Data to Pushex from another Exchange server - Outlook 2003 Page 6 of 20

7 Back on the Import Personal Folders screen, Replace duplicates... is the correct option to select. Click: Next > Select the top-level folder, Select: Include subfolders Import items into the same folder in: Mailbox - <Name> Click: Finish to start the import process. This window will display while the exporting is taking place:- The time remaining is only for the current folder so you don t know how long the whole process will take. The data is being imported into the Local Cache and so nothing is passing over the Internet. It should take about 10 minutes for every gigabyte of PST file, depending on the speed of your PC. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 7 of 20

8 After the importing has finished let s look at the size of the Local Data: Again, it s not exactly 930mb or 980mb, probably due to differences in the way data is stored, but it s near enough to be confident that everything has been imported. However, the sizes shown on the Server Data tab are very different: - This is because the Local Data hasn t had a chance to synchronise with the Server Data, which will require approximately 1GB of data to be uploaded to the server. If you have an 8mb/s ADSL broadband connection the A in ADSL means that the speed you can upload data will be around a tenth of your download speed. At 800kb/s, 1GB will take around 3 hours to upload; other factors, such as contention with other broadband users, may mean it will take considerably longer. This difference between the Local Data and the Server Data is not necessarily a problem. Outlook will eventually bring the 2 data stores into sync and, if you only use Outlook on one PC, then you ll still be able to access all your data during synchronisation. However, until the master copy of your data on the server is up-to-date, Outlook on other PCs and OWA won t have access to your full archive. Where this is a particular problem is if you are using one PC to migrate multiple users between Exchange servers and, when you ve finished, the PC won t be used again for these profiles In this case, to avoid losing some data, you have to make sure that the Local Data has synced with the Server Data before you move on to the next mailbox. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 8 of 20

9 Whether you re migrating one, or many, mailboxes, we recommend that you now force Outlook to synchronise the Local Data and Server Data. Click on the arrowhead next to Send/Receive on the Outlook Standard Toolbar (shown ringed in red) and select Send/Receive All You should then see this progress window:- The time remaining figure has no relation to the actual time it will take. 3 hours per GB is a good guide for the average broadband connection. It s OK to stop and close Outlook and then resume later if you need to. This process can swamp your Internet bandwidth and make Internet access slow for other programs and users. After synchronisation is complete, the Server Data will be much larger. 777mb is still a long way off of 950mb but, with Exchange 2010 this 20% difference is normal. If you re not convinced that all your data has been migrated, you can compare the number of s in a few folders, using OWA which only looks at Server Data, with the same folders on the old Exchange server. It s good if you can keep access to the old Exchange server, or even just the PST file, for a week or so in case you discover some s that haven t come across. The migration of your main data is now complete. The rest of this document deals with other data and settings you may need to transfer. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 9 of 20

10 3 Transferring Inbox Rules Inbox Rules are mostly used as an automatic filing system so that incoming s, matching certain criteria, are moved to a specific folder and never appear in your Inbox. There are 2 types of rules you can create in Outlook: Server Rules and Client-Only Rules. Server Rules are stored on the Exchange server, are in operation all the time and can be edited from Outlook on any PC or from OWA. Client-Only rules are stored on just one copy of Outlook and only apply when that Outlook is open. Server Rules are therefore more useful but, if you operate Outlook in standalone mode (without access to an Exchange server), then Client-Only Rules are all you have available. Exchange has a limit to how much storage space each user has available for all their Server Rules. With Exchange 2010 the default limit is 64kbytes but, for all our mailboxes, we have this turned up to the maximum value of 256kbytes which is enough for at least 100 rules. An example of a rule is the one we create for every new mailbox, to make it work better with our anti-spam system: I think you can work out what s going on here: This is a Server Rule that runs whether or not Outlook is running. Anyway, if you use Server Rules then it s much nicer if you can transfer over your existing rules rather than having to recreate them, from scratch, on the new system. If you don t use rules then you can skip the rest of this section. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 10 of 20

11 To access your rules, open Outlook and go to:- Tools Rules and Alerts In this example there are 4 Server Rules and one Client-Only rule (highlighted at the top). This particular Client-Only rule is one that Outlook creates for you and removes any category that may have been assigned to incoming s. You can t edit this rule or see what it does but it s generally harmless. Now might be a good opportunity to review your rules and delete any you no longer need. If you have any Client-Only that won t delete, perhaps because they re corrupt you, can start Outlook with the /cleanclientrules option to delete all Client-Only rules. To do this, close Outlook then click Start Run then type: outlook /cleanclientrules and click OK Moving Data to Pushex from another Exchange server - Outlook 2003 Page 11 of 20

12 Back on the Rules and Alerts screen click: Options then Export Rules Select: Desktop, choose a name for the rules file then click: Save This will create an RWZ file on your Desktop. Click OK OK then close Outlook, switch to the Pushex profile, as described on page 1, restart Outlook and go to Tools Rules and Alerts Moving Data to Pushex from another Exchange server - Outlook 2003 Page 12 of 20

13 Your new mailbox will have the Probable Spam rule we created for you:- Click: Options Import Rules - Desktop then select the file existing rules.rwz then Open - OK Your old rules have now been imported, including the default Client- Only rule. However, there may be a problem Moving Data to Pushex from another Exchange server - Outlook 2003 Page 13 of 20

14 If you click: OK and get this warning message:- Click: No and go through each imported rule to see what information is missing. It s usually the destination folder where you want to move an to, as this seems to get lost when importing rules, exported from an Exchange 2003 or 2007 server. After fixing all the rules click: OK to finish and the process of transferring Inbox Rules is complete. 4 Transferring your Signature All the copies of s you ve sent in the past, stored in your Sent Items folder, will contain your signature so, after your archive has been moved across to the Pushex servers, copy the signature from an you ve sent, and go to:- Tools Options - Mail Format Signatures and paste it into a new signature. We recommend keeping signatures simple as pictures in a signature can increase the likelihood of your s being classified as spam. There s also no real need to put your address in a signature as it s already on every you send. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 14 of 20

15 5 Accessing your Archive and other PST files Outlook has always encouraged you to move s, over a certain age, say 6 months, out of your mailbox and into a separate set of folders stored locally on your PC in a file called archive.pst. We re not going to discuss, here, whether or not this is a good thing to do, but just tell you how to regain access to your Archive folders, if you use this feature. You may also have other local PST files that you like to have open in Outlook, along with your main Exchange mailbox. By default, all the PST files used by Outlook are stored in this folder:- C:\Documents and Settings\<user name>\local Settings\Application Data\Microsoft\Outlook (Substituting, of course, your username for <user name>. Microsoft purposely makes this folder hard to find, not only by placing it in a complicated location but by actually hiding it in windows that display lists of files and folders. We have support articles you can download which show you how to unhide these folders if you get stuck following the instructions in this section.) If you just want to have your Archive folders visible in your new Pushex profile you don t have to move any files or even use Windows Explorer. From Outlook click:- File Open Outlook Data File This shows a list of all the PST files in the default storage folder:- Select the one you want to open and click: OK Moving Data to Pushex from another Exchange server - Outlook 2003 Page 15 of 20

16 The Archive Folders will now be visible as a separate folder tree beneath your Pushex mailbox folder tree:- In this case it was pretty obvious which PST file you needed to open but there could have been lots of PST files in this folder and perhaps many with the word archive in their name. If you are in doubt which PST file to open, re-open Outlook with the Company Exchange Server profile and right-click on the Archive Folders top-level folder and select:- Properties for Archive Folders Advanced The Filename: line shows the name and location of the PST file. You will need to select this line then press End to scroll to the right so you can see the file name. Repeat the process if you have other PST files you want to be displayed in the left-hand column in Outlook. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 16 of 20

17 6 Transferring Additional Accounts Along with your main Exchange account, Outlooks allow you to setup other POP/SMTP or IMAP accounts you may use to access accounts on other mail-servers. At Pushex we encourage users to just have one account and to forward s from other accounts to their main mailbox, or have our server collect s from your POP3 accounts on other servers and drop them into your mailbox. One reason for this is that PST files on your PC aren t usually backed up and can t be accessed from other PCs, while your main mailbox is backed up and can be accessed from multiple PCs and smartphones. So all of your in just one safe place, accessible from everywhere, is best, but if you still want to have multiple accounts then that s OK too. An Outlook profile contains the settings for all your accounts and so when you create, and start using, a new profile for Pushex, it won t contain any of the extra accounts you had setup in the old profile and so you ll need to re-create them. That s it really. Outlook doesn t have any function to export and import account settings between profiles. There are some 3 rd party programs that claim to do this plus there s some Registry editing that can copy account details but not the passwords. Manually recreating your extra accounts in the new profile is the best we can suggest. If you don t have the account details written down anywhere you can extract all the details, except for the passwords, by examining the accounts in the old profile. Maybe the operators of the additional accounts have websites where you can recover the passwords for those you don t know. There s a free utility called System Information for Windows that s pretty good at revealing account passwords you have stored on your PC. Download if from here: Moving Data to Pushex from another Exchange server - Outlook 2003 Page 17 of 20

18 7 Transferring the Address Auto-Complete Cache entries or Nicknames Nicknames are the address suggestions that pop-up when you re filling in the To: line of a new after you ve typed a few letters: Outlook stores up to addresses from the most recent addresses you ve sent s to and offers the best matches. If a user whose mailbox you have carefully migrated to our system calls and says, All my contacts are missing. What they probably mean is, I never store addresses in Outlook Contacts but just rely on the auto-complete cache whenever I need to find an address, and it s not there anymore. There must have been a lot of calls like this because now, with Outlook 2010 and Exchange 2010, the auto-complete cache is stored on the server as part of your mailbox data and so will be consistent across all the PCs you use Outlook on. But this document is about Outlook 2003 which stores them in a local file. There are 3 ways you can respond to your user:- 1. Do nothing and tell them they are being stupid for not storing important addresses in contacts. 2. Tell them to press Ctrl+K, after typing the first few letters of an address, which will make Outlook search through Contacts for the best match, and tell them that soon all the auto-suggestions will return. 3. Migrate over the nickname files after you ve migrated their mailbox. That s what this section is about, it s not very hard and it prevents those phone calls. In Windows XP, the nickname file is stored in this folder:- C:\Documents and Settings\<user name>\application Data\Microsoft\Outlook (Substituting, of course, the appropriate username for <user name>) and it called: <profile name>.nk2 In the example migration used in this document, the file containing all the existing auto-complete entries would be called:- Company Exchange Server.NK2 and the nicknames file for the new profile, containing a few entries, would be in the same folder and called: - Pushex.NK2 (If you haven t actually created any new s yet in the Pushex profile then Pushex.NK2 will not exist.) To migrate over the auto-complete cache: 1. Close Outlook, open Windows Explorer and navigate to folder containing the nickname files. 2. Rename Pushex.NK2 to Pushex Old.NK2 3. Copy and paste, to the same folder, Company Exchange Server.NK2 4. Rename the copied file Copy of Company Exchange Server.NK2 to Pushex.NK2 We told you it was easy. If the folder doesn t appear to exist it s because Microsoft s hidden it from you, on purpose, and we have support articles you can download which show you how to unhide it. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 18 of 20

19 8 Transferring Public Folders Public Folders are only used when there are groups of users sharing the same information so, if you only have one mailbox with us, this section isn t relevant. Also, if your company is transferring multiple mailboxes to our system, then, as you only have to transfer the Public Folders once, maybe someone else is doing that and all you have to worry about is your own mailbox. Many companies don t use Public Folders, but then Pushex is one of the few Exchange 2010 Hosted mailbox providers that continues to support Public Folders so perhaps that s why you chose us. If the above 3 statements haven t helped and, you ve still got Public Folders to transfer then let s get on with it. What makes transferring Public Folders a little tricky is that they can contain all the various types of Outlook data: s, calendars, contacts, tasks and notes and also regular files. Calendars, especially, don t display in Outlook in a convenient way that allows a simple click-and drag of all the items in a folder. Prerequisites:- 1 The person transferring the Public Folders must have Read permission for all the Public Folders, including sub-folders, on the source server. 2 The person importing the Public Folders into our Exchange server must have been assigned, by us, full permissions to create sub-folders under your company s root Public Folder. Select the Company Exchange Server profile and start Outlook. Create a new top-level folder in the mailbox called Public Folders Click the Folder List button in the bottom left to switch the left-hand column display to show all folders. Click-and-drag the top-level Public Folder, called Locke Consultants, up to the new folder you created called Public Folders. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 19 of 20

20 The folder structure and contents of the Public Folders will then copy across to your mailbox: Now follow the process, detailed in Section 1, but this time just select the Public Folders section of your mailbox to export to a PST file, called Public Folders, on your Desktop. Close outlook, select the Pushex profile and restart Outlook. Follow the instruction in Section 2 to import the Public Folders PST file into your Pushex mailbox so it will have a new top-level folder called Public Folders identical to the one in your old mailbox. Now click-and-drag folder Locke Consultants from your mailbox, under Public Folders, to the Locke Consultants folder under All Public Folders (You can then delete the Public Folder folder in your mailbox.) So now all the Public Folders have been copied back to your root Public Folder on the Pushex server, but they re in the wrong place. Right-click on each Public Folder, one at a time, and drag it to the uppermost Locke Consultants public folder, then select Move Finally, right-click on the lowermost Locke Consultants Public Folder (now empty) and select Delete The Public Folders have now been transferred successfully. A final job is to right-click on each Public Folder and choose:- Properties Permissions and set the correct access permission for all your users. If any of your Public Folders were mail-enabled then we have set this up for you on the new server. If a folder is mail-enabled, Default and Anonymous need to have the Contributor permission, otherwise their permissions must be set to None. Moving Data to Pushex from another Exchange server - Outlook 2003 Page 20 of 20